Mesirow Financial Investment Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Mesirow Financial Investment Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$53.6M	Buy	622,377 +32,079	+5%	+$2.7M	0.84%	27
2026 Q1	$43M	Buy	590,298 +179,112	+44%	+$13.9M	0.7%	33
2025 Q4	$33.4M	Sell	411,186 -148,926	-27%	-$12.1M	0.69%	34
2025 Q3	$44.8M	Buy	560,112 +24,258	+5%	+$1.85M	0.8%	25
2025 Q2	$39.2M	Buy	535,854 +68,736	+15%	+$4.53M	0.76%	27
2025 Q1	$28.9M	Buy	467,118 +15,408	+3%	+$1.04M	0.56%	44
2024 Q4	$30.9M	Buy	451,710 +131,640	+41%	+$8.84M	0.61%	36
2024 Q3	$20.5M	Sell	320,070 -111,324	-26%	-$6.9M	0.4%	65
2024 Q2	$26.9M	Sell	431,394 -25,560	-6%	-$1.49M	0.61%	41
2024 Q1	$26.2M	Buy	456,954 +38,760	+9%	+$2.13M	0.6%	47
2023 Q4	$21.7M	Buy	+418,194	New	+$20.2M	0.79%	29

Other funds holding VUG

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mesirow Financial Investment Management's VUG Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 5.4% in Q2 2026, buying an estimated $2.7M and bringing the position to 622,377 shares worth $53.6M. The position accounts for 0.84% of the portfolio, ranked #27.

Mesirow Financial Investment Management first reported a position in VUG in Q4 2023 and has held it in 11 quarters since. 1,437 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Mesirow Financial Investment Management held 622,377 shares of Vanguard Morningstar Growth ETF worth $53.6M as of Q2 2026.
Mesirow Financial Investment Management bought 32,079 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $2.7M.
Vanguard Morningstar Growth ETF made up 0.84% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #27 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,437 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.